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Archives for 2013

Of Internals, Aged Port, and Fine Cigars

$100 snifters of port.

$60 cigars.

Fond memories of 57 E. 57th Street.

[Read more…]

A Wholesaler’s Heart

We work in a sometimes heartless business.

Viciously competitive.

Bottom line focused.

[Read more…]

Amazing Wholesaler Success Described in 4 Words

Wholesaler in Texas rockets from doing $3.7 million a month to doing $18 million per month – in only 10 months’ time.

Wholesaler in the Northeast, with multiple products in their bag, achieves their VA goal in only two months – after being behind goal for the first six months of the year.

Wholesaler in California takes a start up region from $2 million per month to $10 million per month in under 6 months.

[Read more…]

Creating Powerful Wholesaler First Impressions – Bill Acheson

Would you agree that first impressions mean everything in our business?

It’s fair to say that an advisor sizes us up in under a minute – making snap decisions about who we are and whether we deserve their business.

[Read more…]

The Tactical Wholesaler – A Better Sales Meeting Experience

wholesaler national sales meeting effectiveness

If you are like most wholesalers, you arrive at your next sales meeting anxious to see the 5-7 colleagues that are part of your inner circle, and you’ll leave any other interactions with any other wholesalers to chance.

What about if you tactically planned in advance who you wanted to meet based on set criteria specifically designed to help you grow your practice?

[Read more…]

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